Category: High Tech and Consumer Electronics Supply Chain

Added Reports of Cutbacks Within Apple’s Supply Network Imply Broader Implications

The Supply Chain Matters blog highlights added reports related to reduced long-term demand for Apple iPhones, the consequent implications across Apple’s supplier networks, and a likely broader concern for high-tech and consumer electronics supply networks in 2019.

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Looking Back at 2018 Predictions for Industry and Global Supply Chains- Part Four

This Supply Chain Matters commentary features the final of a series of commentaries that look back and review 2018 Predictions for Industry and Global Supply Chains that were published by our research arm at the beginning of this year. Our last prediction focused on unique industry-specific challenges in 2018.

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Apple’s Fiscal Q4 2018 Financial Performance- The Building Realities Hardware Supply Network Segmentation Strategy

Apple stock is in a current downspin after reporting its best quarterly financial performance in the history of the company. With a concern and focus on whether the company’s future iPhone’s strategy will be lower volume, higher margin hardware and related services generated margins, the implication for the supply network segmentation and supplier relationship strategies remain concerning.

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The Supply Chain Matters Q3-2018 Newsletter Has Published

Supply Chain Matters alerts subscribed readers and research clients that our Q3-2018 Quarterly Newsletter has published. Registered blog subscribers will find notification to the Q3 Newsletter in respective email inboxes.

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Supply Chain Matters at Oracle Open World- Dispatch One

This week, Supply Chain Matters Executive Editor Bob Ferrari is attending the Oracle OpenWorld 2018 conference being held in San Francisco. Is this Dispatch One commentary, we highlight some of our initial impressions of Day One.

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Catastrophic Storms Florence and Mangkhut Have Industry Supply Chains On Alert

Hurricane Florence and now Typhoon Mangkhut continue to impact both the U.S. and portions of Asia. Multi-industry supply chains continue with activating disruption and risk mitigation measures in a critical period.

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Supply Chain Matters Insights from the Global Trade War Front- July 20, 2018 Edition

The Supply Chain Matters blog provides our July 20 weekly update and insights commentary on the pace and impact of global trade and tariff events impacting global and industry supply chains.

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Supply Chain Matters Highlights and Insights from the Global Trade War Front- July 13, 2018

The Supply Chain Matters blog provides our July 13 weekly update and insights commentary on the pace and impact of global trade and tariff events impacting global supply chains. Events continue to move rather quickly, and we will provide updates and insights on a weekly or bi-weekly basis.

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Tesla Achieves Crucial Model 3 Production Milestone in Q2- But With Extraordinary Effort

Electric powered automaker Tesla completed Q2-2018 achieving its critical milestone of producing over 5000 Model 3 vehicles in one week. However, from our Supply Chain Matters lens, the achievement was hollow, and not reflective of a sustained production cadence under predictive cost controls.

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Foxconn’s Equity Investment in Vizio- Supply Chain and Manufacturing Play

An Asian based publication reported last week that global contract electronics provider Foxconn, and its LCD panel manufacturing arm Innolux, have acquired equity stakes in North America based television brand Vizio. This move has significance expanding the consumer electronics supply chain ecosystem in the U.S. for the production and assembly of televisions.

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Fallout from Tesla’s Job Action- Alleged Data Loss and IP Theft

Supply Chain Matters blog provides a brief follow-up regarding the impact of an announced layoff involving electric automaker’s Tesla’s salaried workforce. Tesla is pursuing legal action against a former employee for alleged data hack and potential compromising of intellectual property.

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